1.1 Set up your company

• Fill in the General information (Company Name, Address, City, State, Postal code, Country) as you want them to appear on the invoices;
• If you need to use the separate Shipping address on your invoices, turn off the switch "Same as Billing Address" and fill in the Shipping address;
• Fill in the Contact Person information;
• Enable the tax(es) if necessary, and set the tax name(s) and rate(s);
• Set the Custom invoice fields, such as Your Company VAT ID number, Legal ID or anything else you need to display on the invoices;
• Fill in the Terms & Conditions, if you need to display them on the invoices. You will be able to set the separate T&C per customer later;
• Set the Default Invoice Prefix and Suffix. The Prefix turns the invoice number 35 into Invoice 35 (otherwise only the number would be displayed), while the Suffix adds the custom text behind the invoice number, turning the invoice number 35 into e.g. 35-2020. The blank spaces are not added automatically; you should include them to both Prefix and Suffix;
• Set the Invoice numbering. By default, the invoices would start from number 1. In case you already have some invoices created in other software, this is where you can set AdBiller to start from e.g. number 51;
• Minimum number of characters: turns the invoice number 5 into 005 or 0005;
• Set the Currency symbol as you want it to be displayed on your invoices;
• Set the currency, date and time formatting from the drop-down menus;
• Turn on the Discounts switch to add the discount column to each invoice item (row). You will be able to add another discount (applicable to the invoice subtotal) later;
• Do not forget to save the changes.

1.3 Create the Customer records

• Start with Add a new customer button. Fill in the customer business name. If it is too long (e.g. Gianfranco Rosselini & Genaro Olivieri Pizzeria and Restaurant), use the friendly name for the internal search and displaying within AdBiller (such as Gianni's Pizza or simply Gianni's);
• Use the drop-down menu to select the default payment terms and set the Default discount for the customer. You will be able to change both later.
• Fill in the customer Billing (and Shipping) address and Contact person information
• Fill in the custom invoice fields, such as Customer's VAT or Tax ID number, Business Entity ID number or any other element that you are required to include to the invoices; don't worry about the labels (such as Custom Field 1), you will be able to set them later.
• Fill in the custom disclaimer or message to be included to all the invoices for this customer;
• Optionally, fill in the private notes about this customer. These notes won't be show anywhere outside AdBiller. It can be something like "The customer is very sensitive to any mismatches on the invoices. Double check each and every tiniest detail";
• Unless this is a new customer, transfer their current balance from your record here. This will help you with the smooth transition from the other invoicing software. You need to set the initial balance only once.
• Repeat the procedure for all your active customers. It may take some time, but you only need to do this once.
• Do not forget to save the changes.

2.1 Uploading the Broadcast logs to AdBiller

• Step 1: Start with the Broadcast Reports link on the sidebar, then follow the link to upload the broadcast logs. Use the drop-down menu to select the station, and navigate to the corresponding folder with the broadcast logs. Select the logs that you want to process. To prepare the invoices for the previous month, you need to select and upload the matching broadcast logs (for the previous month).
• Step 2: Process the uploaded logs. Click the Process logs button, and use the drop-down menu to select a spot that you want to add to the Broadcast Report. You can add the unlimited number of spots to a single report. 

3.1 Creating the Invoices manually

• Click the Invoices link on the sidebar menu, and start with the New Invoice button;
• Review the suggested Invoice Number, Date and Due Date (all can be changed manually);
• Use the drop-down menu to select a customer;
• Start adding the invoice items. Two lines of description are available per each invoice item. The total amount in the right column is calculated automatically, based on unit price, quantity and discount per item (if enabled in Company settings);
• The additional discount, if added, will deduct the subtotal. The total tax and Gross total are calculated automatically;
• The additional discount, if added, will deduct the subtotal. The total tax and Gross total are calculated automatically;
• Disclaimer or Message to the customer will be copied automatically from the Customer record. If you edit this field manually, the updated message will appear only on the invoice that you are working on;
• Add the Terms & Conditions for this invoice;
• Save the invoice;
• Once the invoice is saved, the new buttons will appear, allowing you to Add Payment, Create PDF, Share or delete invoice.

3.2 Creating the Invoices based on the information extracted from the Broadcast logs

• Step 1: Upload and process the Broadcast logs. To create the invoices for the previous month, you'll need the logs for the entire month uploaded and processed, as explained in Chapter 2;
• Step 2: To process the uploaded logs, click the Process logs button; 
• Step 3: Once the logs are processed by AdBiller, use the drop-down menu to select a spot that you want to add to the Broadcast Report;
• Step 4: Once the spot is selected, another drop-down menu will appear automatically, prompting you to select the customer from the database;
• Step 5: Once the customer is selected, the next drop-down menu will prompt you to select the pricing model to be used for the invoice amounts calculation; The spot summary will display the spot name, broadcast dates range, the total number of plays, the total duration of all plays in seconds, and the total cost based on the selected pricing model;
• Step 6: If you are processing the first spot, clicking the Add spot to Broadcast report will create the Broadcast report draft. To add more spots to the same report draft, repeat the steps from 3 to 6;
• Step 7: Once you have added all the spots to the report, save the report by clicking the Save report button;
• Step 8: Repeat the steps from 3 to 7 to process more spots;
• Step 9: To proceed to the invoice creation step, click the Broadcast Reports link on the sidebar, locate the report that you want to use for the invoice creation, click the corresponding report number to open the report, and click the Create invoice button:
• Step 10: Edit the invoice manually (optional). Any invoice element can be changed manually;
• Step 11: Use the buttons on the bottom of the page to create the PDF invoice document, save or delete the invoice;
• Step 12: To create more invoices, repeat the steps from 9 to 11.

3.3 Sending the invoices to the customers directly from AdBiller

• Step 1: Scroll down to the bottom of the page and click the Email Invoice button;
• Step 2: Edit the auto-generated email if necessary (e.g. change the recipient's address, add the BCC recipients, edit the email subject and message body);
• Step 3: Click the Send Email button.

3.4 Sharing the Invoice e-mail link

• Step 1: Scroll down to the bottom of the page and click the Share Invoice button;
• Step 2: Copy the invoice link and send it to the customer.

3.5 Creating the invoice document in PDF format

• Step 1: Scroll down to the bottom of the page and click the Create PDF button;
• Step 2: The invoice document in PDF format will be automatically created on the new browser tab. Switch to the new tab and use the download or print buttons to download or print the PDF document.

4.1 Adding the payments

• Click the Payments on the sidebar menu, and start with the Add Payment button; 
• Step 1: Use the drop-down menu to select the customer;
• Step 2: The Unique Payment ID Number will be generated automatically. You can edit this number if you wish. It is for your internal use.
• Step 3: Enter the amount of money that you have received from the customer;
• Step 4: Edit the Payment date (if different than the current date);
• Step 5: Assign the payment to one or more customer's unpaid invoices, by typing the paid amount to the Payment field on the right side. 
• Step 6: Review the Payment. 
  Amount received = how much money have you received in a payment
  Amount used for payments = how much money from a payment you have assigned to the customer's unpaid invoices
  Amount in excess = how much money had left unassigned (e.g. a customer accidentally pays more money)
• Step 7: Add the comment (optionally) to easier identify the payment. The comments are for your internal use.
• Save the payment;

4.2 Deleting the wrong payments

• Click the Payments on the sidebar menu;
• Click the corresponding number of the payment that you want to delete;
• Scroll down to the bottom of the page, and click the Delete Payment button.

4.3 Searching and sorting the payments

• Click the Payments on the sidebar menu;
• Click the arrows next to the column to sort the payments;
• Use the Search field to type the Unique Payment ID number to search for the Payment.

5.1 The principle of work

• Proposals/Proforma invoices/Quotes are the non-binding documents that you can send to your customers. It is up to you to determine the form and the contents of these documents (this can be set in Settings / Proposal Template Settings). Once a proposal is accepted by the customer, it can be easily converted to the invoice.

5.2 Creating the proposals

• Click the Proposals link on the sidebar menu, and start with the New Proposal button;
• Review the suggested Proposal Number, Date and Valid to Date (all can be changed manually);
• Use the drop-down menu to select a customer;
• Start adding the proposal items. Two lines of description are available per each item. The total amount in the right column is calculated automatically, based on unit price, quantity and discount per item (if enabled in Company settings);
• The additional discount, if added, will deduct the subtotal. The total tax and Gross total are calculated automatically;
• Use the The Additional custom text (1) and (2) fields to add the personalized parts of the proposal to the customer;
• Save the proposal;
• Once the invoice is saved, the new buttons will appear, allowing you to Create PDF document (to be saved or printed), Share Proposal (by creating the unique link to be sent to the customer), Email (to send the proposal via email directly from AdBiller) or Delete the proposal.

5.3 Managing the existing proposals

• Click the Proposals link on the sidebar menu to access the list of all your proposals
• Click the proposal number to open the proposal document
• Click Convert to invoice link to convert the proposal to the invoice
• If you can see the "Sent" label in the proposal status, this means that the proposal has been sent to the customer
• If you can see the "Seen" label in the proposal status, this means that the customer had accessed the unique proposal link

6.1 Language settings

• Click the Settings in the sidebar, and select the language from the drop-down menu;
  Please note that some language interfaces are translated using the automatic translation services. If this is the case with your language interface, clicking the Suggest a better translation link will open the translation interface page which you can use to edit the translation and have it submitted to us to update the interface. 

6.2 Profile settings

• Click the Settings in the sidebar, and scroll down to Profile settings to edit your First & Last Name and the email address. Do not forget to save the changes.

6.3 Password change

• Click the Settings in the sidebar, and scroll down to Password section. Click the Change password link to change your password.

6.4 Additional users

• Click the Settings in the sidebar, and scroll down to Additional users section. Click the Invite a new user link to send the invitations to your co-workers to create the AdBiller user account, which will be added to your account. The users that you invite will have the full access to your account.

6.5 Invoice template settings

• Click the Settings in the sidebar, scroll down to the Document templates section and follow the Invoice template settings link;
  
• In the Main settings section, select the paper size and the default font for your invoices;
  
• IMPORTANT INFORMATION: The invoice illustrations on the right side are the static images that do not display any preview.
  
• In the Invoice Header section (marked in yellow color on the invoice illustration on the right side), upload the logo (in jpg or png format). The uploaded image will be automatically resized to fit the maximum height of 35 millimeters (1.38 inches) and/or maximum width of 70 millimeters (2.76 inches). The image aspect ratio (height to width) will be kept locked.
  
• From the drop-down menu, select the Logo and your Company data placement (e.g. Logo on the left, company data on the right side)
  
• Use the checkboxes to select the elements that you want to include to the invoice header. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. Drag and drop the elements to have them reordered on the invoice document.
  
• In the Invoice Title section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements that you want to include to the Invoice Title section. Use the corresponding fields to edit the text labels (e.g. to translate them to your language);
  
• In the Customer Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements that you want to include to the Customer Data section;
  
• In the Invoice Items section (the main invoice data table; marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the invoice columns that you want to be included in the main invoice table. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the column labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
  
• In the Summary Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the data elements you want to be included in the invoice summary. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the Invoice Summary labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
  
• In the Additional Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the data elements you want to be included in the additional data section. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the Additional data labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
  
• In the Invoice Footer section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements you want to be included in the footer section. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox.
  
• Do not forget to save the changes
  

6.6 Broadcast report templates

• Click the Settings in the sidebar, and follow the Broadcast report / Affidavit template settings link;
• AdBiller automatically creates a separate Broadcast report template for each station added to the database (check section 1.2 to add a station)
• To customize the template, follow the corresponding Edit template link;
• In the Main settings section, select the paper size and the default font for your broadcast reports;
• IMPORTANT INFORMATION: The illustrations on the right side are the static images that do not display any preview.
• In the Broadcast Report Header section (marked in yellow color on the invoice illustration on the right side), upload the logo (in jpg or png format). The uploaded image will be automatically resized to fit the maximum height of 35 milimeters (1.38 inches) and/or maximum width of 70 milimeters (2.76 inches). The image aspect ratio (height to width) will be kept locked.
• From the drop-down menu, select the Logo and your Company data placement (e.g. Logo on the left, company data on the right side)
• Use the checkboxes to select the elements that you want to include to the invoice header. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox.
• In the Invoice Title section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements that you want to include to the Invoice Title section. Use the corresponding fields to edit the text labels (e.g. to translate them to your language);
• In the Customer Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements that you want to include to the Customer Data section;
• In the Invoice Items section (the main invoice data table; marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the invoice columns that you want to be included in the main invoice table. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the column labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
  
• In the Summary Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the data elements you want to be included in the invoice summary. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the Invoice Summary labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
  
• In the Invoice Footer section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements you want to be included in the footer section. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. 
  
• Do not forget to save the changes.
  

6.7 Proposal template settings

• Click the Settings in the sidebar, scroll down to the Document templates section and click the Proposal template settings link;
  
• In the Main settings section, select the paper size and the default font for your proposals;
• IMPORTANT INFORMATION: The proposal illustrations on the right side are the static images that do not display any actual preview.
• In the Proposal Header section (marked in yellow color on the invoice illustration on the right side), upload your logo (in jpg or png format). The uploaded image will be automatically resized to fit the maximum height of 35 millimeters (1.38 inches) and/or maximum width of 70 millimeters (2.76 inches). The image aspect ratio (height to width) will be kept locked.
• From the drop-down menu, select the Logo and your Company data placement (e.g. Logo on the left, company data on the right side)
  
• Use the checkboxes to select the elements that you want to include to the invoice header. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. Drag and drop the elements to have them reordered on the proposal document.
• In the Proposal Title section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the elements that you want to include to the Proposal Title section. Use the corresponding fields to edit the text labels (e.g. to translate them to your language);
• In the Customer Data section (marked in yellow color on the proposal illustration on the right side), use the checkboxes to select the elements that you want to include to the Customer Data section;
• In the Proposal Items section (the main proposal data table; marked in yellow color on the proposal illustration on the right side), use the checkboxes to select the proposal columns that you want to be included in the main proposal table. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the column labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
• In the Summary Data section (marked in yellow color on the invoice illustration on the right side), use the checkboxes to select the data elements you want to be included in the proposal summary. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. To edit the Proposal Summary labels (e.g. to translate them to your language), use the corresponding fields in the Labels section.
• In the Proposal Footer section (marked in yellow color on the proposal illustration on the right side), use the checkboxes to select the elements you want to be included in the footer section. To edit the element properties (font selection, text size, alignment, style and color), click the Edit icon next to the checkbox. 
  
• Do not forget to save the changes.
  

6.8 Email template settings

• Click the Settings in the sidebar, scroll down to the Document templates section and follow the Email template settings link;
  
• In the Main settings section: Email From: put your company name here; this is what a recipient will see when the email is received;
• Reply-to: If a email recipient hits the Reply button to respond to the email, this is the address where the response will be sent to;
  
• Email BCC: all the emails will be sent as the BCC to the address that you specify (e.g. to your private email address, to your accountant's email address, etc.)
• In the Invoice Email Template section: Email subject: this will be the default email subject for the invoice emails sent from AdBiller. To include the actual invoice number to the email subject, use the string (invoice number) all together with the round brackets.
  
• Email message: whatever you put here will be used as the default invoice email message (e.g. "Hello, please find our invoice in the link below"). You will be able to edit the individual mail messages prior to sending them
• In the Proposal / Proforma Invoice Email template section: Email subject: this will be the default email subject for the proposal emails sent from AdBiller
• In the Customer Data section (marked in yellow color on the proposal illustration on the right side), use the checkboxes to select the elements that you want to include to the Customer Data section;
• Email message: whatever you put here will be used as the default proposal email message (e.g. "Hello, please find our proposal in the link below"). You will be able to edit the individual mail messages prior to sending them.
• In the Payment reminder Email Template section: Email subject: this will be the default email subject for the payment reminder emails sent from AdBiller
• Email message: whatever you put here will be used as the default email reminder message (e.g. "Hello, please find our proposal in the link below. The string (xxx) all together with the round brackets will insert the actual number of overdue days (e.g.: on the 14th overdue day: Your invoice is overdue by (xxx) days = Your invoice is overdue by 14 days. You will be able to edit the individual mail messages prior to sending them.
  
• Do not forget to save the changes.
  

6.9 Payment reminder settings

• Click the Settings in the sidebar, and scroll down to Payment reminders section
  
• Turn on the payment reminders, and set the number of days after the due date. The payment reminders will be sent automatically to the customer's email address, on the selected day(s) after the due date. Please do not forget to set the default email template.

6.10 Customer data import

• Click the Settings in the sidebar, scroll down to Customer Data Import section and follow the Import the customers database from the external source link;
  
• Choose the spreadsheet document that contains the customer data. The customers with the existing business names will be overwritten.

6.11 Personal data export

• Click the Settings in the sidebar, scroll down to Personal data export section, and use the Download file 1 and Download file 2 buttons to download the backup files.